IT services and managed service providers
Recurring IT support contracts with ticket-driven delivery and client infrastructure to keep running.
Six short steps. No email or account.
Family
Professional services and agencies
You sell expertise and time, delivered as engagements or retainers.
- Priority decisions
- 8
Foundation — what that means here
Operating reality
What makes this different
The realities that change which tools can actually work for you.
Recurring contract billing per seat or per device is the core financial mechanic.
You hold privileged access to client systems, which makes credential management a professional obligation.
Cyber liability cover is relevant in a way it is not for most small businesses.
Where to start
The decisions that matter here, in order
You do not have to take them in this order, and you do not have to take all of them. This is where most businesses like yours start.
- 1Passwords and security
Stop sharing logins over text, and protect the accounts that hold money.
- 2Invoicing
Send the bill, and let people pay it without writing a cheque.
- 3Accounting software
Track income and expenses so tax time is a report, not an archaeology dig.
- 4Customer support
Handle customer questions without losing them in a shared inbox.
- 5Business insurance
Cover the things that could end the business in one bad afternoon.
- 6Customer records and follow-up
One place for every customer, conversation and next step.
- 7Project management
Track multi-step work and who owes what by when.
- 8Paying contractors
Pay 1099 help and collect the paperwork you need for January.
Your next step
Answer six short questions about your it services and managed service providers business: your team, where the work happens and what you want to fix first. You get an operating plan in the order to tackle it, with the must-haves and comparison points for each area.
Answers
Common questions
- What software does a it services and managed service providers business need?
- Recurring IT support contracts with ticket-driven delivery and client infrastructure to keep running. The decisions that matter most are 8 areas, starting with the ones tied to how the work actually gets done and paid for.
- What makes running a it services and managed service providers business different?
- Recurring contract billing per seat or per device is the core financial mechanic. You hold privileged access to client systems, which makes credential management a professional obligation. Cyber liability cover is relevant in a way it is not for most small businesses.